Philip James Wealth Mangement, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Milton, GA
CIK
0002002630
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
74
141,187
JPST, MOAT, ACWX, UCON
13F-HR
4/29/2024
000200263024000002
Q4 2023
74
129,155
JPST, MOAT, UCON, ACWX
13F-HR
1/29/2024
000200263024000001